SLVYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Saratoga Large Capitalization Value A (SLVYX) Ownership - Who owns Saratoga Large Capitalization Value A?

The investment seeks total return consisting of capital appreciation and dividend income... Show more

Category: #Mid-Cap Blend

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

SLVYX

Net Assets

16.4M

Fund Existence

about 19 years

Turnover

83.00

Total Expense Ratio

2.29

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Blend

Administrative Fee

N/A

Annual Report Gross Expense Ratio

2.29

Assets in Top Ten Holdings

11.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

338K

Fund Type

OpenEnd

Index Fund

Management Fee

0.65

Modified Duration

N/A

No Load Fund

Number of Long Holdings

24.00

Number of Net Holdings

25.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.01

Weighting Top Ten Holdings

55.72%

Gain YTD

-9.358

Annual Yield % from dividends

0.00

Returns for 1 year

-20.28

Returns for 3 years

-16.30

Returns for 5 years

44.77

Returns for 10 years

-6.21

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General Information

Category MidCapBlend

Profile

Fundamentals

Details